Lead Sales Trainer (Retirement Plans)

Transamerica; Cedar Rapids (IA); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

401k Match

Tuition Reimbursement

Medical Insurance

Paid Time Off

Job summary

Transamerica is seeking an experienced Learning & Development professional to deliver bespoke training across Retirement Services sales teams. You will assess needs, create programs, and evaluate training effectiveness to drive business impact.

Hybrid office environment with in-person and virtual delivery, mentoring peers, and collaborating with leadership and partners to rollout new products and processes. Requires 7+ years in L&D and strong communication.

Qualifications

• Bachelor’s degree in business or equivalent experience.
• Seven years of learning and development experience.
• Knowledge of adult learning principles.
• Advanced documentation and technical writing skills.
• Strong communication and interpersonal skills.
• Excellent customer service skills with ability to work on a team and independently.
• Project management skills.

Responsibilities

• Define, create, and deliver training programs to meet learning and development needs, and develop instructor materials and assessments.
• Lead the design and development of new hire training and facilitate program delivery to virtual and external stakeholders for each product.
• Provide ongoing training in response to new products, systems, and processes to ensure sales teams have the knowledge and tools to succeed.
• Design, develop, and facilitate leadership development training to management across distribution channels.
• Identify content to implement using LMS; evaluate existing content for e-learning modules and programs.
• Mentor trainers and conduct quality assurance through peer reviews to share best practices.

Skills

Learning & development

Adult learning principles

Communication skills

Project management

Technical writing

MS Office proficiency

Education

Bachelor’s degree in business or equivalent

Tools

MS SharePoint

Job description

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Job Family

Sales Support / Operations

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.

Job Description Summary

Deliver an exceptional training experience to Transamerica Retirement Services sales teams through bespoke presentations for large scale projects, product launches, and ongoing sales team development. Assess and determine training needs with sales leadership, managerial feedback, and observation of wholesaler activity and performance. Conduct ongoing evaluation of training effectiveness based on levels of participant reaction, knowledge acquired, behavioral change, and business impact.

Responsibilities

• Define, create, and deliver training programs to meet the learning and development needs of the business units. Develop instructor materials and assessments specific to training requirements.
• Lead the design and development of new hire training and facilitate program delivery to virtual and external RVP’s, internal wholesalers, sales desk assistants, account managers, etc. for each product.
• Provide ongoing training in response to new products, systems, and processes to ensure sales teams have the knowledge and tools to succeed. Provide supplementary and review training as needed.
• Design, develop, and facilitate on-going training for continual improvement of sales skills (e.g. relationship selling, decision-making styles, customer centric language, etc.)
• Design, develop, and facilitate leadership development training to management across distribution channels.
• Identify appropriate content to implement using learning management systems (LMS); evaluate existing content for development of e-learning modules and programs.
• Serve as a mentor to trainers to develop skills, knowledge, and proficiency, and conduct informal quality assurance through peer review and attendance of offered training programs; share best practices, successes, and innovations to help advance team performance.
• Evaluate participant and manager evaluations to measure the effectiveness of training, with a focus on long-term behavioral implementation and business impact.
• Provide focused training to select groups as requested.
• Attend meetings with Sales Desk team, AVPs, marketing partners, vendors, etc. to develop sales strategies, materials, and messaging to support products and services.
• Support the development of a learning and development bench of talent through training, coaching and mentoring (primarily candidates identified from the internal sales desk).

Qualifications

• Bachelor’s degree in a business field or equivalent experience
• Seven years of learning and development experience
• Deep industry and product knowledge in specialty areas based on business need (e.g. retirement, mutual fund, annuity, life, employee benefits)
• Knowledge of adult learning principles
• Advanced documentation and technical writing skills
• Strong communication and interpersonal skills
• Excellent customer service skills with the ability to work on a team and independently
• Ability to incorporate creative and innovative solutions in a learning environment
• Project management skills
• Advanced proficiency using MS Office tools

Preferred Qualifications

• Training experience in the financial services industry, particularly qualified retirement plans
• Certified Professional in Learning and Performance (CPLP) or Certified Retirement Plan Specialist (CRPS)
• Instructional design experience
• Computer application software knowledge preferred (e.g. Microsoft Office, Outlook, Word, Excel, Powerpoint, Sharepoint, CoPilot).

Working Conditions

• Hybrid office environment: 3 days in office (Baltimore, Cedar Rapids, Philadelphia, Denver)
• Occasional Travel

The Salary for this position generally ranges between $100,000-$120,000 annually.

Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus of 12.5% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

• We will never request personal information such as ID or payment for equipment upfront.
• Official offers are sent via DocuSign following a verbal offer—not through text or email

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

• Competitive Pay
• Bonus for Eligible Employees

Benefits Package

• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities

Health and Work/Life Balance Benefits

• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program